+100.5%
FLEX vs ZETA
+63.2%
+37.3%
-36.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZETA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.2% | -1.3% |
| 7D | +6.4% | -0.1% | +6.4% | +6.3% |
| 30D | -5.9% | +10.5% | -16.3% | -6.7% |
| 3M | -23.5% | +44.3% | -67.8% | -25.8% |
| 6M | +83.7% | +59.4% | +24.3% | +75.8% |
| YTD | +86.5% | +49.5% | +37.0% | +77.6% |
| 1Y | +100.5% | +62.7% | +37.8% | +86.6% |
| All | +100.5% | +63.2% | +37.3% | +86.6% |
Cumulative growth
Daily Returns
Daily percentage return beside ZETA.
Daily Out/Under-Performance
Portfolio return minus ZETA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZETA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded ZETA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling